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PEQSX vs VIVAX
PEQSX vs VIVAX Comparison
Open Charts PEQSX vs VIVAX
Putnam Large Cap Value R6
Price$37.01
Change-$0.21 (-0.56%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$67.77
Change-$0.06 (-0.09%)
VolumeN/A
CapitalizationN/A
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PEQSX vs VIVAX Comparison Chart
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PEQSX vs. VIVAX commentary
Sep 22, 2024
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is PEQSX is a StrongBuy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 183B vs. PEQSX (31.2B). VIVAX pays higher dividends than PEQSX: VIVAX (2.25) vs PEQSX (1.52). PEQSX was incepted earlier than VIVAX: PEQSX (12 years) vs VIVAX (32 years). PEQSX is a more actively managed with annual turnover of: 12.00 vs. VIVAX (10.00). PEQSX has a lower initial minimum investment than VIVAX: PEQSX (0) vs VIVAX (3000). PEQSX annual gain was more profitable for investors over the last year : 26.52 vs. VIVAX (23.98). PEQSX return over 5 years is better than : 59.45 vs. VIVAX (55.44).
| PEQSX | VIVAX | PEQSX / VIVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 32 years | - |
| Gain YTD | 21.177 | 16.261 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 31.2B | 183B | 17% |
| Annual Yield % from dividends | 1.52 | 2.25 | 68% |
| Returns for 1 year | 26.52 | 23.98 | 111% |
| Returns for 3 years | 26.62 | 28.28 | 94% |
| Returns for 5 years | 59.45 | 55.44 | 107% |
| Returns for 10 years | 91.90 | 113.95 | 81% |